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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1951
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$561K +$97.3K +2,332 +23%
QCIG
1952
Quad-Cities Investment Group
Iowa
$561K -$6.26K -150 -1%
CRWM
1953
Castle Rock Wealth Management
California
$561K -$170K -4,068 -24%
RSWM
1954
Robertson Stephens Wealth Management
California
$560K -$110K -2,647 -17%
KA
1955
Kooman & Associates
Pennsylvania
$560K -$8.81K -211 -2%
BBW
1956
Blue Barn Wealth
Utah
$559K +$118K +2,838 +30%
FPWM
1957
FSB Premier Wealth Management
Iowa
$557K -$2.84K -68 -0.5%
PAG
1958
Powers Advisory Group
Illinois
$557K +$5.38K +129 +1%
VAM
1959
Verity Asset Management
North Carolina
$557K +$105K +2,522 +26%
SFWC
1960
Strategic Family Wealth Counselors
New Jersey
$556K +$65.5K +1,569 +14%
AGA
1961
Accuvest Global Advisors
Utah
$556K -$107K -2,572 -23%
BAAM
1962
Baker Avenue Asset Management
California
$556K +$157K +3,772 +44%
IHL
1963
Investment House LLC
California
$555K -$8.35K -200 -2%
CIM
1964
CIM Investment Management
Pennsylvania
$551K -$13.3K -318 -3%
ME
1965
McIlrath & Eck
Washington
$550K +$70.1K +1,680 +16%
TFG
1966
Tilson Financial Group
New Jersey
$547K +$220K +5,269 +76%
BFG
1967
Berger Financial Group
Minnesota
$546K +$24.4K +585 +5%
SFP
1968
Sweet Financial Partners
Minnesota
$544K -$5.8K -139 -1%
EAM
1969
Empirical Asset Management
Massachusetts
$543K -$27.8K -666 -5%
WA
1970
Wealth Architects
California
$543K -$24.4K -585 -5%
AF
1971
Apexium Financial
Texas
$542K -$2.09K -50 -0.4%
BFAG
1972
Blackston Financial Advisory Group
Florida
$541K +$23K +552 +5%
CA
1973
Cresta Advisors
Texas
$540K – – –
PJSIMP
1974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K -$25.5K -610 -5%
EC
1975
EntryPoint Capital
New York
$539K +$209K +5,001 +72%
77 78
79
80 81